Toomey and Associates

Name

Toomey and Associates

Legal name

Toomey & Associates

Website

https://toomeyandassociates.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Poulsbo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Insurance Brokerage Commissions: The company earns commissions from insurance carriers for placing business. For businesses with more than 5 enrolled employees, services are provided at no cost to the client, funded through carrier commissions. For smaller groups (4 or fewer enrolled employees), a fee of $400 per year is charged for ongoing expertise.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Toomey and Associates is an independent insurance brokerage that sells and advises on Individual & Family Plans (health, dental, vision, disability, and life insurance), Employer-Sponsored Employee Benefits (group medical, dental, vision, life/AD&D, and disability), and Medicare plans for eligible individuals. The firm positions itself as a coach and advocate that works with multiple carriers to match clients with appropriate coverage and provides year-round support beyond initial policy placement.

Product overview

Toomey and Associates is an independent insurance brokerage firm offering a unified advisory service rather than a technology platform. The company provides three interconnected service areas: (1) Individual and Family Plans encompassing health, dental, vision, disability, and life insurance; (2) Employee Benefits for businesses including medical, dental, vision, life/AD&D, and disability coverage; and (3) Medicare services providing guidance and advocacy for those transitioning to Medicare. The company operates as a coaching and advisory practice, helping clients navigate the complex healthcare marketplace by researching options, explaining plan details, and advocating during disputes.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual & Family Insurance Plans Personal insurance brokerage service through which Toomey and Associates helps individuals and families select and enroll in health, dental, vision, disability, and life insurance plans across multiple carrier partners. Service includes guided plan comparison, enrollment assistance, and year-round support.
• Employee Benefits (Group Benefits) Group benefits brokerage service for small and mid-size employers covering medical, dental, vision, life/AD&D, and disability coverage. The firm prices this service via carrier commissions for groups of five or more enrolled employees and a flat $400/year service fee for groups of four or fewer enrolled employees, and provides year-round benefits administration support.
• Medicare Advisory Services Medicare-focused brokerage and advisory service helping Medicare-eligible individuals and beneficiaries evaluate, select, and enroll in Medicare Advantage, Medicare Supplement (Medigap), and Part D prescription drug plans across multiple carrier partners.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Multiple Insurance Carriers (unspecified)coreChannel Partner/ Reseller/ DistributorToomey and Associates works with a collection of insurance carriers that offer some of the best plans on the market. The company acts as an independent broker, selecting from multiple carriers to find the best fit for each client's needs. Specific carrier names are not disclosed on the website.

Scale indicators1 record

Recent moves4 records

Broad incumbents

• Marsh McLennan Agency: Mid-market-focused arm of global broker Marsh, providing employee benefits and commercial insurance to employers. Overlaps with Toomey's SMB benefits segment but serves larger accounts and operates with broader geographic and product reach.
• Brown & Brown Insurance: Diversified national insurance brokerage delivering commercial, personal, and employee benefits solutions through regional offices. Overlaps with Toomey's full service offering across individual, group, and ancillary lines, but operates at vastly greater scale.
• USI Insurance Services: Large national brokerage with deep employee benefits practice serving mid-market and larger employers. Overlaps with Toomey's group benefits segment but at substantially greater scale and geographic reach, representing the incumbent competitive benchmark.
• Acrisure: Tech-enabled global insurance brokerage with significant commercial and benefits capabilities. Comparable in offering multi-line placement but differentiated by scale, technology infrastructure, and capital base relative to a small local brokerage like Toomey.

Direct peers

• Heffernan Insurance Brokers: Mid-size independent brokerage specializing in employee benefits, commercial insurance, and personal lines for businesses and individuals. Comparable to Toomey across individual, group, and benefits lines with a relationship-driven, multi-carrier placement approach.
• Higginbotham: Independent insurance brokerage offering employee benefits, commercial, and personal insurance through a partner-led model. Closely comparable to Toomey in operating as a multi-carrier independent brokerage with a high-touch service orientation toward SMB and individual clients.
• Leavitt Group: Network of independent insurance agencies providing commercial, personal, and employee benefits brokerage across multiple U.S. regions. Comparable to Toomey in operating as an independent brokerage model placing business with multiple carriers and emphasizing local, high-touch service.
• OneDigital: National employee benefits and insurance brokerage focused on small-to-mid-size employers, offering health, dental, vision, life, and disability coverage with a consultative model. Direct competitor to Toomey's Employee Benefits segment and similar in serving SMBs with multi-line benefits placement.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/toomeyandassociates
• LinkedInlinkedin.com/company/twomey-and-associates-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Toomey and Associates